Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,310 | $64,920-70.3% | $103,693-81.4% | $86,983-77.8% |
| Participation rate | 96.3% | 63.6%+32.7pp | 72.6%+23.7pp | 69.5%+26.8pp |
| Annual return | 17.57% | 30.29%-12.7pp | 47.61%-30.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,666 | $2,141-22.2% | $2,920-43.0% | $2,584-35.5% |
| Participant deferral / active EE | $3,646 | $3,241+12.5% | $4,579-20.4% | $4,194-13.1% |
| Admin fee / account holder | $2,352 | $6,191-62.0% | $7,858-70.1% | $7,856-70.1% |